Global Equity Strategy:
Key $70 support on the MSCI ACWI (ACWI-US) held strong last week, and ACWI-US is now inflecting topside its bullish falling wedge pattern. This...
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🇯🇵 JAPAN • Stock Picking with 'Peak' EV/OP Multiples - Introducing EV/POP
"Beware of geeks bearing formulas." - Warren Buffett Enterprise Value multiples have become common parlance in the investment world, both...
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Nidec (6594): Key Man Risk
Nidec founder, Chairman and CEO NAGAMORI Shigenobu has created the world's leading producer of small precision electric motors and related...
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Nidec (6594 JP): Anticipated Recovery Largely in the Price
Nidec's 1Q results show the benefits of cost cutting and point to further gains as economies reopen and the Automotive segment recovers. In the...
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🇯🇵 JAPAN • Results & Revisions 21st July - Disco Dances & The Nagamori Premium
DISCO 'DANCES' - DISCO 'led' yesterday's results & revision highlighting this part of the technology 'chain's' COVID immunity. Rolling TTM...
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